WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$4.6M
3
+$4.46M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.08M
5
AGT
iShares MSCI Argentina and Global Exposure ETF
AGT
+$3.14M

Top Sells

1
+$3.39M
2
+$2.77M
3
+$2.13M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
MO icon
Altria Group
MO
+$814K

Sector Composition

1 Financials 9.82%
2 Technology 7.24%
3 Healthcare 5.44%
4 Industrials 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$20K ﹤0.01%
500
1302
$20K ﹤0.01%
315
+52
1303
$20K ﹤0.01%
223
+71
1304
$20K ﹤0.01%
212
-168
1305
$20K ﹤0.01%
411
+58
1306
$20K ﹤0.01%
750
1307
$20K ﹤0.01%
300
1308
$20K ﹤0.01%
651
-60
1309
$20K ﹤0.01%
2,682
1310
$19K ﹤0.01%
207
-92
1311
$19K ﹤0.01%
631
-1,041
1312
$19K ﹤0.01%
361
1313
$19K ﹤0.01%
330
-522
1314
$19K ﹤0.01%
503
1315
$19K ﹤0.01%
310
-5
1316
$19K ﹤0.01%
932
-74
1317
$19K ﹤0.01%
592
-343
1318
$19K ﹤0.01%
436
+265
1319
$19K ﹤0.01%
987
1320
$19K ﹤0.01%
1,900
1321
$19K ﹤0.01%
1,135
1322
$18K ﹤0.01%
200
-110
1323
$18K ﹤0.01%
477
+14
1324
$18K ﹤0.01%
185
-46
1325
$18K ﹤0.01%
3,223
+132
51 52
53
54 55